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Quarterly Investment Outlook
 2018 Q2 - Quarterly Investment Views Quarterly Investment Views Q2 2018 30/06/20181.0.0 2.56 MBs
 2016 Q4 - Quarterly Investment Views Quarterly Investment Views Q4 2016 02/04/20171.0.0 4.02 MBs
 2016 Q3 - Quarterly Investment Views Quarterly Investment Views Q3 - 2016 02/04/20171.0.0 3.26 MBs
 2016 Q2 - Quarterly Investment Views Quarterly Investment Views Q2 - 2016 02/04/20171.0.0 2.52 MBs
 2016 Q1 - Quarterly Investment Views Quarterly Investment Views 2016 Q1 02/04/20171.0.0 2.68 MBs
 2015 Q4 Quarterly Investment Views Quarterly Investment Views 2015 Q4 02/04/20171.0.0 2.94 MBs
 2015 Q3 Quarterly Investment Views Quarterly Investment Views 2015 Q3 02/04/20171.0.0 2.93 MBs
 2015 Q2 Quarterly Investment Views Quarterly Investment Views 2015 Q2 02/04/20171.0.0 3.00 MBs
 2015 Q1 Quarterly Investment Views Quarterly Investment Views 2015 Q1 02/04/20171.0.0 2.58 MBs
 2014 Q4 Quarterly Investment Views Quarterly Investment Views 2014 Q4 02/04/20171.0.0 2.52 MBs
 2014 Q3 Quarterly Investment Views Quarterly Investment Views 2014 Q3 02/04/20171.0.0 2.45 MBs
 2014 Q2 - Quarterly Investment Views Quarterly Investment Views 2014 Q2 02/04/20171.0.0 2.25 MBs
 2014 Q1 - Quarterly Investment Views Quarterly Investment Views 2014 Q1 02/04/20171.0.0 2.16 MBs
 2013 Q4 - Quarterly Investment Views Quarterly Investment Views 2013 Q4 02/04/20171.0.0 2.30 MBs
 2013 Q3 - Quarterly Investment Views Quarterly Investment Views 2013 Q3 02/04/20171.0.0 2.17 MBs
 2013 Q2 - Quarterly Investment Views Quarterly Investment Views 2013 Q2 02/04/20171.0.0 2.24 MBs
 2013 Q1 - Quarterly Investment Views Quarterly Investment Views 2013 Q1 02/04/20171.0.0 2.17 MBs
 2012 Q4 Quarterly Investment Views Quarterly Investment Views 2012 Q4 02/04/20171.0.0 3.40 MBs
 2012 Q2 Quarterly Investment Views Quarterly Investment Views 2012 Q2 02/04/20171.0.0 2.89 MBs
 2012 Q1 Quarterly Investment Views Quarterly Investment Views 2012 Q1 02/04/20171.0.0 2.12 MBs
 2011 Q4 Quarterly Investment Views Quarterly Investment Views 2011 Q4 02/04/20171.0.0 4.41 MBs
 2011 Q3 Quarterly Investment Views Quarterly Investment Views 2011 Q3 02/04/20171.0.0 3.08 MBs
 2011 Q2 Quarterly Investment Views Quarterly Investment Views 2011 Q2 02/04/20171.0.0 2.80 MBs
 2011 Q1 Quarterly Investment Views Quarterly Investment Views 2011 Q1 02/04/20171.0.0 2.27 MBs
 2010 Q4 Quarterly Investment Views Quarterly Investment Views 2010 Q4 02/04/20171.0.0 2.28 MBs
 2010 Q3 Quarterly Investment Views Quarterly Investment Views 2010 Q3 02/04/20171.0.0 2.19 MBs
 2010 Q2 Quarterly Investment Views Quarterly Investment Views 2010 Q2 02/04/20171.0.0 2.83 MBs
 2010 Q1 Quarterly Investment Views Quarterly Investment Views 2010 Q2 02/04/20171.0.0 3.56 MBs
 Quarterly investment view and policy changes Quarterly investment view and policy changes 31/03/20161.0.0 879.90 KBs
 Quarterly Investment Report and Outlook 2015 Quarterly Investment Report and Outlook 2015 08/01/20151.0.0 517.66 KBs
 IRISOS Q3 - 2013 - Report 3rd Quarter 2013 review of investment strategy and outlook opportunities. 12/10/20131.0.0 307.70 KBs
 Quarterly Report Q01/2012 20/08/20131.0.0 250.47 KBs
 IRISOS Q4 - 2012 - Report 4th Quarter 2012 review of investment strategy and outlook opportunities. 14/01/20131.0.0 877.10 KBs
Our Preferred Charts
 Top 10 trade ideas for 2014

Top 10 trade ideas for 2014 

Proposition #9: Swiss companies

Switzerland is the home to many enterprises operating on an international basis. These companies distinguish themselves with very lean management structures, they are managed in a dynamic manner and a large part of their turnover is made in foreign countries, including EMA countries. 

27/01/20141.0.0 160.38 KBs
 Top 10 trade ideas for 2014. Proposition #4 Top 10 trade ideas for 2014. Proposition #4: Biotechnology

The information technology sector and the biotechnology sector have a lot in common. They both develop the best know-how for industrial development, advance the latest innovation and technological trends, and achieve the highest rate of efficiency improvements. However, while most investors feel at ease with a technology investment, they might be reluctant to consider a biotechnology investment due to a lack of understanding and an absence of easily accessible information. 

 
25/01/20141.0.0 134.04 KBs
 Top 10 trade ideas for 2014. Proposition #5

Top 10 trade ideas for 2014. Proposition #5: All-Star companies

The uncertainty regarding when the Fed will start tapering off the quantitative easing is making investors uneasy as to the short-term outlook; however the following long-term views remain valid, irrespective of the timing of the tapering: 
25/01/20141.0.0 79.01 KBs
 Top 10 trade ideas for 2014

Top 10 trade ideas for 2014
Proposition #8: The renaissance of the telecom sector


Over the past years, the telecom sector had been lagging the market, particularly in Europe and in the US. There are a number of reasons for this: a) telecom operators run a highly cyclical business, and with the financial crisis taking its grip on day-to-day consumer spending, operating profits have fallen, b) the introduction of VoIP (e.g. Skype, WhatsApp, Whispers) means that consumer behavior has changed at the expense of the traditional operators, c) in terms of provision capacity, the traditional operators have had to make significant efforts to build adequate infrastructure to serve 3G clients, and lately 4G clients

25/01/20141.0.0 105.09 KBs
 Top 10 trade ideas for 2014. Pitfalls in 2014

Top 10 trade ideas for 2014.  

Proposition #10: Pitfalls to overcome in 2014

23/01/20141.0.0 59.77 KBs
 Top 10 trade ideas for 2014 Top 10 trade ideas for 2014
Proposition #7: Beneficiaries of the challenges facing the energy sector


The overall cost of energy including supply and environmental costs, is now, more than ever, higher. Moreover, the entrance of new providers means the cost of energy is increasingly diverging from one region to another. Who are the enablers and the beneficiaries?
19/01/20141.0.0 59.13 KBs
 Top 10 trade ideas for 2014 Proposition #6 Top 10 trade ideas for 2014
Proposition #6: Technology ubiquity


The companies mentioned in this list have well-established processes in this area, and are therefore considered to be enablers and efficient users of technology.
18/01/20141.0.0 58.46 KBs
 Top 10 trade ideas for 2014 Prop. #3: Technology Top 10 trade and investment ideas for 2014:
Proposition #3: Technology

The combination of strong demand in the private sector, rising capex expenditure at the corporate level, and short product life-cycles make this industry sector particularly interesting; and at current price levels the sector offers the best risk-adjusted upside potential in the market. 
16/12/20131.0.0 47.43 KBs
 Top 10 trade ideas for 2014

Top 10 trade ideas for 2014 - Proposition #2: Financials

04/12/20131.0.0 64.00 KBs
 Top 10 trade ideas for 2014. Proposition #1 Top 10 trade ideas for 2014
Proposition #1: Advanced automation and robotic

As the major economies evolve further over time, business has a particular interest in rationalizing repetitive, dangerous, and/or complex operations by implementing more advanced automation and robotics. The integration of artificial intelligence results in more consistent transactions, faster execution and decreases the cost of production. While in the past only the simplest of operations were performed by robots, today, they perform more delicate tasks, and advanced robots are able to respond to an open-ended number of tasks. The integration of technology into the workspace, even at a simple level, offers the industrial and service worlds significant opportunities.
30/11/20131.0.0 104.99 KBs
TS certificate "Digital Age Transformation"
 Term-sheet - 7.56 % RCB EL, UUA, NFLX Term-sheet - 7.56 % RCB EL, UUA, NFLX - callable half-yearly at par 30/06/20181.0.0 197.39 KBs
 Termsheet AMC Digital Age Transformation Termsheet AMC Digital Age Transformation 02/04/20171.0.0 1.54 MBs
 Brochure AMC Digital Age Transformation

The IRISOS method consists of trend (price), horizontal (industry, sector vs.  company), and vertical (top-down and bottom-up) analyses. The details of the results developed are grouped into Risk-metrics, Growth-Metrics, Value-Metrics, Momentum-Metrics, and Social-Media-Metrics, and consolidated into a risk/reward ratio. High relative delta values tend to reflect companies with strong relative business fundamentals.

 

Furthermore, findings show a correlation between a company’s overall risk/reward ratio at a given point of time and its subsequent share price development. Backtesting has revealed that it is opportune to associate this method to strong secular growth trends that go beyond the traditional investment approach of replicating indices or sectors.

02/04/20171.0.0 2.78 MBs
Financial
 Impact of UK election results - by Exane An interesting report by Exane about the UK election results 08/05/20151.0.0 5.98 MBs
 Social engagement in the banking industry Statistics on the social engagement in the banking and asset management industry 19/04/20151.0.0 31.73 KBs
 The impact of a strong CHF on Swiss companies

The SNB's decision to no longer defend appreciation of the CHF exchange rate hit Swiss equities prices especially hard because Swiss companies have a relatively small domestic market and are very international in their operations. Yet, not all are affected in the same manner, especially some smaller players. Here is the list. 

19/01/20151.0.0 63.74 KBs
 Oil and gas in Australia Oil and gas developments in Australia for LNG consumption 14/12/20131.0.0 86.23 KBs
 List of orphan drug companies 14/11/20131.0.0 206.62 KBs
 The IRISOS business model Learn how IRISOS business model connects with its ecosystem and its customers. 17/09/20131.0.0 1.35 MBs
 Fingerprint Is the company's key product included in the next week's new Apple version? 04/09/20131.0.0 47.66 KBs
 Economics 101 or High Powered Money 20/08/20131.0.0 462.02 KBs
 IRISOS Infographics Get to know more about IRISOS: facts and figures about data collection and output for investors. 19/10/20121.0.0 138.53 KBs
Professional
 Tripartite Agreement for EAM

Finder's fee agreement for external assets managers

(to be signed in 3 exemplars)

07/11/20161.0.0 139.08 KBs
IRISOS, access to financial information is a right. Knowledge is power.
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